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Bristol-Myers Squibb

2,218 hedge funds and large institutions have $113B invested in Bristol-Myers Squibb in 2019 Q4 according to their latest regulatory filings, with 492 funds opening new positions, 1,219 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more first-time investments, than exits

New positions opened: 492 | Existing positions closed: 57

213% more repeat investments, than reductions

Existing positions increased: 1,219 | Existing positions reduced: 390

121% more funds holding in top 10

Funds holding in top 10: 48106 (+58)

63% more capital invested

Capital invested by funds: $69.6B → $113B (+$43.5B)

22% more funds holding

Funds holding: 1,8142,218 (+404)

8.53% less ownership

Funds ownership: 83.94%75.42% (-8.5%)

62% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $4.81B

Holders
2,218
Holders Change
+404
Holders Change %
+22.27%
% of All Funds
43.7%
Holding in Top 10
106
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+120.83%
% of All Funds
2.09%
New
492
Increased
1,219
Reduced
390
Closed
57
Calls
$1.84B
Puts
$4.81B
Net Calls
-$2.97B
Net Calls Change
-$2.93B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1701
Cornerstone Advisory
Maryland
$414K -$24.5K -427 -6%
OSNBOA
1702
Old Second National Bank of Aurora
Illinois
$412K +$28.8K +503 +9%
WAM
1703
Weatherly Asset Management
California
$412K +$367K +6,416 New
GFP
1704
Gryphon Financial Partners
Ohio
$412K +$368K +6,420 New
AAM
1705
Auxier Asset Management
Oregon
$410K +$17.8K +311 +5%
AWA
1706
Acorn Wealth Advisors
Michigan
$409K +$630 +11 +0.2%
BWA
1707
Burt Wealth Advisors
Maryland
$408K +$25.5K +445 +8%
FCA
1708
FLC Capital Advisors
California
$406K
KFP
1709
KMG Fiduciary Partners
Ohio
$406K +$75.1K +1,312 +26%
LIA
1710
LBMC Investment Advisors
Tennessee
$404K +$172 +3 +0%
AAM
1711
Aureus Asset Management
Massachusetts
$402K +$11.5K +200 +3%
MA
1712
MCF Advisors
Kentucky
$400K +$43.1K +752 +14%
OCM
1713
Osterweis Capital Management
California
$399K -$17.5K -305 -5%
FNBOMD
1714
First National Bank of Mount Dora
Florida
$399K +$7.16K +125 +2%
HA
1715
Harborview Advisors
Maine
$398K +$22.9K +400 +7%
TCM
1716
Towercrest Capital Management
Pennsylvania
$397K +$50.5K +881 +17%
DLHL
1717
Donald L. Hagan LLC
Florida
$397K +$59.5K +1,039 +21%
SCM
1718
Sterneck Capital Management
Missouri
$396K +$4.01K +70 +1%
WA
1719
Wealth Advisors
California
$396K +$344K +6,000 New
WP
1720
WMS Partners
Maryland
$395K +$28.6K +500 +9%
AWA
1721
ARS Wealth Advisors
Florida
$395K +$352K +6,147 New
GA
1722
GFS Advisors
Texas
$393K +$5.73K +100 +2%
AC
1723
Abbrea Capital
California
$392K +$349K +6,099 New
HI
1724
Hudock Inc
Pennsylvania
$391K -$11.3K -198 -3%
SAM
1725
Summit Asset Management
Tennessee
$391K

BMY Hedge Fund Activity: Q4 2019 in Review

2,218 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2019, worth a combined $113B — up 63% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 492 funds opened new BMY positions and 57 closed out — a net gain of 435 holders — while 1,219 added to existing stakes and 390 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.46B. The largest seller was Wellington Management Group, cutting an estimated $1.5B.

  • 2,218 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2019, up from 1,814 in Q3 2019.
  • Funds reported $113B of Bristol-Myers Squibb stock for Q4 2019, up 63% quarter-over-quarter.
  • 492 funds opened new Bristol-Myers Squibb positions in Q4 2019 and 57 closed out, a net change of +435 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2019 was Vanguard Group, an estimated $3.46B added.
  • The largest Bristol-Myers Squibb seller in Q4 2019 was Wellington Management Group, an estimated $1.5B sold.

Based on aggregated 13F filings for Q4 2019.